See which security questionnaires need attention
Get a scheduled view of questionnaire progress with the Agiled account context that helps you decide what to follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get questionnaires
Retrieves questionnaires, optionally filtered by their details.
Why this helps
When questionnaire status and customer context are checked separately, follow-ups can slip between reviews.
- Review questionnaire progress on a predictable schedule.
- Bring relevant Agiled context into the status review.
- Spot incomplete or stalled work for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the status review.
- 3Tell Notis to retrieve relevant Agiled account context and review matching Conveyor questionnaires for follow-up needs.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account and verify the report.
Questions about this workflow
Does this update or submit questionnaires?
No. This workflow uses the Conveyor questionnaire listing action to review questionnaire metadata and report follow-up needs.
Can Notis know which account matches a questionnaire?
Only when the returned data or supplied context supports the match. If a reliable identifier is missing, provide it or have Notis report that it cannot confidently match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Conveyor. A trigger fires from one place; an action lands in another.
Agiled triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
Agiled and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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